Complimentary Virtual Event Series
Four-week online event series for finance leaders in the financial services industry.
About the Sage Intacct Financial Services Forum
The financial services industry is experiencing lots of change, but how can we, as finance leaders, lead our organizations forward and support growth? Let’s discuss and share strategies for gaining visibility and insight into organization financials, using technology to drive growth, and insights into what’s next for the financial services industry. Enjoy these recorded sessions and make sure to listen to the podcasts to get to know the featured presenters prior to viewing each session.
On-Demand Virtual Sessions
Schedule
The Future of Wealth Management: What’s Happening Now?
Hear from Angelo Robles, Founder & CEO of Family Office Association as he shares the key challenges and opportunities in the short-term future of wealth management. Get to know Angelo Robles - see podcast link below.
Best Practices of a Modern Financial Services Firm: a CFO’s Journey
Talk with Karen Larkin, CFO of Beemok Capital, a leading single-family office, as she shares how she is maximizing productivity and driving growth in the cloud. Get to know Karen Larkin - see podcast link below.
The Power of Budgeting, Planning & Forecasting During Uncertain Times
Meet with Bruce Callahan, VP & Controller from Cresa Global and Jade Cole, CTO of Limelight, as they share how budgeting, planning, and forecasting, if done properly, can positively impact the success of your financial services firm, especially during uncertain times.
KPIs & Metrics that Matter for Financial Services Firms
Engage with Walter Hicks, financial services dashboard and KPI expert at Sage Intacct, as he walks through the ins and outs of financial and operational data that help you to make more informed decisions.
Speakers
Bruce Callahan
VP & Controller
Cresa Global
Jade Cole
CTO
Limelight
Diana Ermini
Director of Financial Services Vertical
Sage Intacct
Walter Hicks
Senior Solution Consultant
Sage Intacct
Karen Larkin
CFO
Beemok Capital
Angelo Robles
Founder & CEO
Family Office Association
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